Private Medicaid Managers Criticized for Slow Payments
One state’s private Medicaid managers are coming under scrutiny for failing to pay bills on time. Iowa’s warning: if private Medicaid...
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Kimberly Hegwood
Sep 9, 20162 min read
What Assets to Leave to Your Family
As you get older, you, your older relatives or both may need to address questions about how to leave assets to others when you pass away....
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Kimberly Hegwood
Sep 8, 20163 min read
Saying Goodbye Without a Major Hit in the Wallet
Dying can take a large emotional and financial toll on loved ones. Kiplinger’s recent article, “7 Ways to Slash the Cost of a Funeral,”...
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Kimberly Hegwood
Sep 7, 20162 min read
Get Some Power Behind Your Power of Attorney Form
NJ101.5’s article, “How you can fight banks on power of attorney,” says that a bank’s refusal to accept a valid power of attorney has...
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Kimberly Hegwood
Sep 6, 20162 min read
Understanding an Estate Plan Versus a Wealth Transfer Plan
Fewer than half of adult Americans have estate planning documents. For those who die without a will or trust, their state laws determine...
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Kimberly Hegwood
Sep 5, 20162 min read
How to Keep the Vacation Home in the Family
If you want to keep your vacation house in the family, start planning. If you don’t include it as part of an overall estate plan, it can...
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Kimberly Hegwood
Sep 2, 20162 min read
Estate Planning Changes for LGBT Couples
The ruling lets same-sex couples file jointly for tax purposes and changes estate planning because now many requirements of opposite-sex...
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Kimberly Hegwood
Sep 1, 20162 min read
Easy Ways to Help Plan Your Estate
The time, financial and emotional commitment involved with contesting a will can often be much more expensive than the value of the...
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Kimberly Hegwood
Aug 31, 20162 min read
Giving Grandkids Money for College
When a grandmother wants to give her two grandkids $50,000 each for college, there can be tax and financial aid consequences. The best...
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Kimberly Hegwood
Aug 30, 20162 min read
Tighten Up Those Loose Ends in Your Estate Plan
Loose ends in estate planning can lead to lost opportunities, stress, last-minute fixes or—worst of all—failing to designate money to...
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Kimberly Hegwood
Aug 29, 20162 min read
A Close Look at the Costs for End-of-Life Care
A recent study showed that people in the U.S. fear developing Alzheimer’s disease more than any other major life-threatening...
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Kimberly Hegwood
Aug 26, 20162 min read
The Importance of Beneficiary Designations
THV11’s recent post, “The importance of beneficiary designations,” explains that designating beneficiaries is a very important part of...
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Kimberly Hegwood
Aug 25, 20162 min read
Look out: Medicare Changes on the Way!
The long-term outlook for Social Security old-age and disability benefits is still good, with promised benefits payable until 2034....
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Kimberly Hegwood
Aug 24, 20162 min read
Legislation Introduced to Protect Financial Advisers from Calling in Potential Elder Abuse
The House of Representatives passed a bill recently seeking to protect elderly investors. Industry trade groups urged the Senate to...
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Kimberly Hegwood
Aug 23, 20162 min read
Phoenix Inventors Create Digital Storage for Estate Planning Documents
Investopedia’s recent article asks “Should You Store Estate-Planning Documents Digitally?” The article reports that two Arizona...
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Kimberly Hegwood
Aug 22, 20162 min read
Moving 529 Money Between Beneficiaries is a Piece of Cake
If you have multiple grandchildren with 529 college-savings accounts, can you move some money from one grandchild’s account into the...
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Kimberly Hegwood
Aug 19, 20162 min read
How to Take that First Required Minimum Distribution from an IRA
If you turned 70½ in 2015, you were required to take your first required minimum distribution from your IRA by April 1, 2016. But do you...
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Kimberly Hegwood
Aug 18, 20162 min read
Personal Finance Myths Debunked!
You want to prosper by following tried-and-true principles of effective wealth creation and asset management—not myths passed down from...
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Kimberly Hegwood
Aug 17, 20162 min read
Don’t “Just Wing It” When it Comes to Retirement Planning
After a lifetime of hard work, you want to enjoy a good retirement. You want to do more than just pay the bills and survive. If so, sound...
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Kimberly Hegwood
Aug 16, 20163 min read
Ready…Set…Start your Estate Planning!
Estate plans have several components to help beneficiaries carry out the requests of the benefactor. You want to start tackling those...
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